Terrin

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Activity overview

Latest activity by Terrin
  • Terrin created an article,

    How to share a CompanyCam project timeline with customers

    Once a project has been created in CompanyCam through Knowify, CompanyCam galleries are saved as a remote link in the documents section of a Knowify project. To find the link Navigate to the Docu...

  • Terrin created an article,

    How to create a CompanyCam project for a job

    To create a CompanyCam project that is connected to Knowify, open the job in Knowify first. From the Summary tab: Click on the three dots () to display the action panel. Click on Create in Compan...

  • Terrin created an article,

    How to connect Knowify to CompanyCam

    You will be able to connect Knowify to your CompanyCam account from the Knowify Admin section under Customize. Click on Integrations. Expand the option Photos and portal by CompanyCam. Click on C...

  • Terrin created an article,

    How to add a 1099 vendor

    To add a 1099 vendor to Knowify, first add a vendor. Once the vendor is in Knowify: Check the box that says Is a subcontractor. Click on Enable subcontractor as a resource so you can start tracki...

  • Terrin created an article,

    How to close an invoice without recording a payment

    To close an invoice with an outstanding balance, first open up the details page of the invoice. Click the dropdown menu in the top right corner of the invoice. Click on Close.

  • Terrin created an article,

    How to see whether a client has received or opened a proposal email sent from Knowify

    When you send a proposal from Knowify, you can see whether or not the customer has opened the email you sent. We provide information on 3 status: Emailed on Delivered on Opened on Emailed on Whe...

  • Terrin created an article,

    How to enter a reimbursement on the smartphone

    To enter or request reimbursement via the smartphone app, first, click the menu button in the top right corner of the screen: Then select Purchases from the menu: In the purchases screen, click A...

  • Terrin created an article,

    Sending one proposal to multiple GCs

    If you're sending bids for the same job to multiple General Contractors, you can use Knowify's Copy Job feature in order to not have to rebuild the job for each GC you send the proposal to.  To do ...

  • Terrin commented,

    Hi Timothy Wingate,    Thank you for reaching out! When time is tracked in Knowify, it does not sync to TSheets. However, you do have the option of tracking time in TSheets and pulling it into Know...

  • Terrin commented,

    Hi Timothy Wingate ! Thank you for reaching out. If time is tracked in TSheets, it can be pulled to Knowify, but if time is tracked directly in Knowify, it does not push the time to TSheets. If you...